EWM
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Edge Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Edge Wealth Management’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$49K – 601
2018
Q3 		$49K Buy
+50
New +$9.05K 0.01% 256

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Edge Wealth Management's META Position: Q2 2026 in Review

Edge Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 815 shares worth $459K. The position accounts for 0.08% of the portfolio, ranked #54.

Edge Wealth Management first reported a position in META in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.03M in Q2 2021. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Edge Wealth Management held 815 shares of Meta Platforms (Facebook) worth $459K as of Q2 2026.
  • Edge Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.08% of Edge Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Edge Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 53 quarters since.
  • Edge Wealth Management's Meta Platforms (Facebook) position peaked at $4.03M in Q2 2021.
  • 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.